> From memory, Kuo's crystal ball hasn't been great lately, if it ever was. I think he was correct for 1 year but much less so on other years.
Yes, I only remember his rumors about product releases and specs from the past, which have also been spotty. I attributed some of that to Apple changing directions after those reports that perhaps Kuo wasn't privy to later. How often did rumors about the Apple Car change before they finally killed it? Many times.
I was surprised to see the article quoted him about sales estimates since I didn't recall him doing that before, and that he was the only analyst mentioned.
> I think Apple will sell foldable when it makes sense for them.
Absolutely. Apple reportedly had foldable iPhone designs in their skunkworks around the time Samsung released their first models years ago, and I bet they still do.
It reminds me of this Steve Jobs quote:
“People think focus means saying yes to the thing you've got to focus on. But that's not what it means at all. It means saying no to the hundred other good ideas that there are. You have to pick carefully. I'm actually as proud of the things we haven't done as the things I have done. Innovation is saying no to 1,000 things.”
As we've discussed here recently, Apple mostly takes existing products and designs from other companies, improves upon them in meaningful ways, then decides whether to market them or not. Until they can perfect a foldable iPhone design without the tradeoffs currently inherent with them, they'll stay one of those "no" decisions. Doren is probably right though, it'll happen eventually. |
